Subscription
Note: Please Register or Sign In first for subscrbing.
Simple Pricing
Registered
Free
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Basic
$19.95/Month
$199.95/Yearβ
One month Free trial
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Expert
$29.95/Month
$299.95/Yearβ
Two weeks Free trial
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Pro
$49.95/Month
$499.95/Yearβ
Two weeks Free trial
|
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SAA-EW Portfolio |
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SAA-Optimal Portfolioα | ∗ |
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AAC Portfolio | ∗ |
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TAA Portfolioα | ∗ |
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Advanced Portfolios | ∗ | ∗ |
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Portfolio Rebalance Email |
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Create Private Plansγ |
0 | 0 | 5 plans | 10 plans |
Realtime Portfolio Quota | 1 | 5 | 10 | 20 |
- SAA-EW: Strategic Asset Allocation Equal Weight SAA-Optimal: Strategic Asset Allocation Optimal AAC: Asset Allocation Composite TAA: Tactical Asset Allocation
- ∗: Can still see 1+ month delayed holdings and All historical holdings and transactions. Also can see up to date latest performance.
- α: SAA-Optimal and TAA are only available for basic subscribers who began before 12/31/2019. These portfolios are still available for all expert and pro subscribers.
- β: There is no refund in annual subscription plans. If you are not sure about your subscription, please use a monthly plan.
- γ: A private plan consists of a list of funds (ETFs or mutual funds) of your own choice and their trading restrictions such as minimum holding periods.
- Your credit card will be charged automatically in the next charge cycle (monthly or annually) unless you cancel your subscription.